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Universal Connector

InvestCloud and Lever integration + automation

InvestCloud and Lever integrations couldn’t be easier with the Tray platform’s robust InvestCloud and Lever connectors, which can connect to any service without the need for separate integration tools.

InvestCloud and Lever Connector Details

InvestCloud

InvestCloud

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use InvestCloud connector available at the moment.

To get data in and out of InvestCloud, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

UsesHR
CategoryCustomer Relationship Management (CRM), Applicant Tracking System (ATS)
Connector TypeTray Connector
Operations
List postingsList notesList opportunitiesList usersRaw HTTP request (advanced)Upload single fileApply to postingCreate a noteGet noteList application questions
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray is the leading AI ready integration and automation platform

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